How Owen Rask & Alex Luck *actually* invest [Adviser Q&A]

In this Australian Finance Podcast episode, your host Owen answers your questions with Everest Wealth Group founder, Alex Luck.

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About this episode

In this Australian Finance Podcast episode, Owen Rask is joined by Alex Luck, founder of Everest Wealth Group, to answer your money questions.

Owen’s questions:

  • Where are you personally invested?
  • What’s the most recent thing you’ve done with your money?

Listener questions:

  • Our 19-year-old is saving for a home — should he buy an investment property while living at home and miss the First Home Buyer Grant?
  • Is salary sacrificing for company shares worth the tax benefit, given the concentration risk?
  • I’ll need to sell $150k of my $200k portfolio in 12 months to fund a house build — should I sell now or later? (CGT not an issue.)
  • I’m single and plan to leave my super to my parents and sibling — any issues?
  • I’m a uni student investing $100 a month — where should I start for long- and short-term investing (thinking gold or S&P 500 ETFs)?
  • I’m 20, finishing uni soon with $40k in ETFs and $10k cash — should I sell some investments to enter the property market sooner, or let them compound?

Episode resources

Podcast series resources

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